Civic Intelligence

Whilena D Little Charitable Trust

990EZ • Fiscal year 2019 • EIN 37-6352489

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 27, 2020

Organization ProfileN/A
PO Box 409Jerseyville, IL 62052

(618) 372-4275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-721%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$162,384

Down $2,767 (-1.7%) from 2018

Net Assets

$162,384

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Up

$384

Up $66 (+21%) from 2018

Expenses

Up

$3,151

Up $2,005 (+175%) from 2018

Net Income

Down

-$2,767

Down $1,939 (-234%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $169,282Liabilities 2011: $02011Assets 2012: $169,020Liabilities 2012: $02012Assets 2013: $168,687Liabilities 2013: $02013Assets 2014: $168,348Liabilities 2014: $02014Assets 2015: $168,001Liabilities 2015: $02015Assets 2016: $167,023Liabilities 2016: $02016Assets 2017: $165,978Liabilities 2017: $02017Assets 2018: $165,151Liabilities 2018: $02018Assets 2019: $162,384Liabilities 2019: $0Net Assets 2019: $162,3842019Assets 2020: $160,348Liabilities 2020: $0Net Assets 2020: $160,3482020Assets 2021: $156,218Liabilities 2021: $0Net Assets 2021: $156,2182021Assets 2022: $154,144Liabilities 2022: $0Net Assets 2022: $154,1442022Assets 2023: $151,335Liabilities 2023: $0Net Assets 2023: $151,3352023Assets 2024: $145,497Net Assets 2024: $145,4972024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2019

Assets$162,384
Liabilities$0
Net Assets$162,384
Open 2019 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $337Expenses 2011: $533Net Income 2011: -$1962011Revenue 2012: $242Expenses 2012: $505Net Income 2012: -$2632012Revenue 2013: $167Expenses 2013: $499Net Income 2013: -$3322013Revenue 2014: $166Expenses 2014: $505Net Income 2014: -$3392014Revenue 2015: $162Expenses 2015: $510Net Income 2015: -$3482015Revenue 2016: $159Expenses 2016: $1,138Net Income 2016: -$9792016Revenue 2017: $167Expenses 2017: $1,212Net Income 2017: -$1,0452017Revenue 2018: $318Expenses 2018: $1,146Net Income 2018: -$8282018Revenue 2019: $384Expenses 2019: $3,151Net Income 2019: -$2,7672019Revenue 2020: $130Expenses 2020: $2,166Net Income 2020: -$2,0362020Revenue 2021: $61Expenses 2021: $4,201Net Income 2021: -$4,1402021Revenue 2022: $162Expenses 2022: $2,226Net Income 2022: -$2,0642022Revenue 2023: $467Expenses 2023: $3,276Net Income 2023: -$2,8092023Revenue 2024: $480Expenses 2024: $6,318Net Income 2024: -$5,8382024Revenue 2025: $211Expenses 2025: $145,708Net Income 2025: -$145,4972025

Highlighted filing

2019

Revenue$384
Expenses$3,151
Net Income-$2,767
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 27, 2020
Return Version
2019v5.0
Gross Receipts
$384
Mission and Program Overview

Mission

To provide assistance to deserving students who are economically deprived and who would be unable to attend a school for advanced education without assistance.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS$2,000$2,000
TO PROVIDE ASSISTANCE TO DESERVING STUDENTS WHO ARE ECONOMICALLY DEPRIVED--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES FRAZIERPresident-$0--
LISA SCHUENKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whilena D Little Charitable Trust
EIN
37-6352489
Phone
6183724275
Address
PO BOX 409, JERSEYVILLE, IL 62052

Signing Officer

Name
James Frazier
Title
President
Phone
6183724275
Signed
2020-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Droege & Associates Pc CPA
Address
1207 SINCLAIR DRIVE, JERSEYVILLE, IL 62052
Preparer
Craig Brangenberg CPA
Phone
6184982169
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 25 taxes & licenses 15 total 40”

Form 990-ez, Part II, Line 24

“Accounts receivable 7,500 5,500 total 7,500 5,500”

Form 990-ez, Part III

“To provide assistance to deserving students who are economically deprived and who would be unable to attend a school for advanced education without assistance.”

Form 990-ez, Part III, Line 31

“SCHOLARSHIPS”

Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES FRAZIER
IRS990EZ/BooksInCareOfDetail/PhoneNum06183724275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 409
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JERSEYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0157651
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156884
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2767
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01111
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165151
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162384
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt0384
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0384
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165151
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162384
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165151
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162384
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES FRAZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA SCHUENKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05500
IRS990EZ/OtherExpensesTotalAmt040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO DESERVING STUDENTS WHO ARE ECONOMICALLY DEPRIVED AND WHO WOULD BE UNABLE TO ATTEND A SCHOOL FOR ADVANCED EDUCATION WITHOUT ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE TO DESERVING STUDENTS WHO ARE ECONOMICALLY DEPRIVED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03151
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt0384
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0376003496
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JERSEY COMMUNITY SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0JERSEY COMMUNITY SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 25 TAXES & LICENSES 15 TOTAL 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 7,500 5,500 TOTAL 7,500 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE ASSISTANCE TO DESERVING STUDENTS WHO ARE ECONOMICALLY DEPRIVED AND WHO WOULD BE UNABLE TO ATTEND A SCHOOL FOR ADVANCED EDUCATION WITHOUT ASSISTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06183724275
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHILENA D LITTLE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHIL
ReturnHeader/Filer/EIN0376352489
ReturnHeader/Filer/PhoneNum06183724275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 409
ReturnHeader/Filer/USAddress/CityNm0JERSEYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062052
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00545269F4FF32E2C723EF2F7A2EE9EB4B1877E53
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00545269F4FF32E2C723EF2F7A2EE9EB4B1877E53
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:59:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371319719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DROEGE & ASSOCIATES PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 SINCLAIR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERSEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062052
ReturnHeader/PreparerPersonGrp/PhoneNum06184982169
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG BRANGENBERG CPA
ReturnHeader/ReturnTs02020-02-03T10:59:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,384
Liabilities
$0
Net assets
$162,384
Revenue
$384
Expenses
$3,151
Net income
-$2,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.46$1.45
2024Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.00$0.06$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.00$0.03$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.00$0.03$0.03
2018Summary only. Only limited summary data is available for this year.$1.65$0.00$0.00$0.01$0.01
2017Summary only. Only limited summary data is available for this year.$1.66$0.00$0.00$0.01$0.01
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$0.00$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$1.68$0.00$0.00$0.01$0.00
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$0.00$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$1.69$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.00$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$1.69$0.00$0.00$0.01$0.00